WELCOME TO WESTERN STATES FINANCIAL & WESTERN STATES INVESTMENTS
Western States Financial is an independent, privately-owned financial advisory firm that has a wide range of products and services available to individuals, families and business owners. We’re committed to helping our clients pursue their dreams and retirement goals by providing them a plan that best fulfills their purpose.
Based on our values of faith and family, we are dedicated to our clients’ financial stability. As your fiduciary, we work to help you understand how your money can work for you with your best interest at heart. We begin by thoroughly listening to your unique objectives and goals, and from there, design proven, innovative strategies that meet your desired needs, not ours.
WSF takes a holistic approach with clients, providing tailored plans that include: Insurance and Wealth Management, Debt Reduction, and Estate Planning. It’s not about finding the right product(s); it’s about coaching and implementing a successful plan to meet their life goals.
We both know that Life is more than just about money. It’s about Purpose, Family, Opportunities, making Memories, Living Well, leaving a Legacy and Love. Whether a Young Adult, Mid Life or Elderly, we are here for you!
Start the conversation to begin fulfilling your future by calling 951-371-7608 and let Western States Financial see how we can be “At Your Service” to help you protect and grow your wealth.
* DISCLAIMER: Investment Advisory Services are offered through Western States Investments. Insurance Services are offered through Western States Financial. Western States Investments and Western States Financial are affiliated.
*DISCLAIMER: Western States Investments is a registered Investment Adviser in the State of California. As an Adviser, we may not transact business in certain states where it is not appropriately registered, excluded or exempted from registration. Information presented within this site is for educational purposes only and does not intend to make an offer, or solicitation for the sale, or purchase of any securities, or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a Qualified Financial Adviser, Financial Coach, and/or Tax Professional before moving forward in implementing any strategy discussed herein.